# Wsfs Financial Corp (WSFS)

> Cited company facts from SEC filings, by Steadybase. Web page: https://steadybase.io/company/wsfs-financial-corp/ JSON: https://steadybase.io/company/wsfs-financial-corp.json Checked Nov 10, 2026. Latest filing read: Nov 3, 2026.

## Company

- Legal name: WSFS FINANCIAL CORP
- Ticker: WSFS (Nasdaq)
- SEC CIK: 0000828944
- Industry: National Commercial Banks (SIC 6021)
- Headquarters: Wilmington, DE
- Fiscal year ends: December 31
- SEC filer category: Large accelerated filer
- Website: wsfsbank.com
- LinkedIn: https://www.linkedin.com/company/beneficial-bank
- Next earnings date: Jan 21, 2027 (estimated from past 8-K timing)

## Key facts

- Revenue: $1.0B for the fiscal year ended Dec 31, 2025 (10-K filed Mar 2, 2026). Source: https://www.sec.gov/Archives/edgar/data/828944/000082894426000006/0000828944-26-000006-index.html
- Net income: $287.3M for the fiscal year ended Dec 31, 2025 (10-K filed Mar 2, 2026). Source: https://www.sec.gov/Archives/edgar/data/828944/000082894426000006/0000828944-26-000006-index.html
- Employees: 2,335 as of Dec 31, 2025, as reported in an SEC filing. Source: https://www.sec.gov/Archives/edgar/data/828944/000082894426000006/wsfs-20251231.htm
- Shares outstanding: 50,507,732 as of Oct 31, 2026 (10-Q filed Nov 3, 2026). Source: https://www.sec.gov/Archives/edgar/data/828944/000082894426000038/0000828944-26-000038-index.html
- Auditor: Kpmg LLP, Philadelphia, PA, named in the latest 10-K. Source: https://www.sec.gov/Archives/edgar/data/828944/000082894426000006/wsfs-20251231.htm

## Business

WSFS Financial Corporation (the Company or WSFS) is a savings and loan holding company headquartered in Wilmington, Delaware.S.) continuously operating under the same name. As a federal savings bank that was formerly chartered as a state mutual savings bank, WSFS Bank enjoys a broader scope of permissible activities than most other financial institutions.4 billion in assets under management (AUM) and assets under administration (AUA) at December 31, 2025, WSFS Bank is the oldest and largest locally-managed bank and trust company headquartered in the Greater Philadelphia and Delaware region.

Source: Item 1. Business, https://www.sec.gov/Archives/edgar/data/828944/000082894426000006/wsfs-20251231.htm

## Annual results

| Fiscal year ended | Revenue | Net income |
|---|---|---|
| Dec 31, 2025 | $1.0B | $287.3M |
| Dec 31, 2024 | $1.1B | $263.7M |
| Dec 31, 2023 | $976.5M | $269.2M |
| Dec 31, 2022 | $963.9M | $222.4M |
| Dec 31, 2021 | $641.8M | $271.4M |

Each figure comes from the annual report for that year. Filing links for every figure: https://steadybase.io/company/wsfs-financial-corp.json

## Officers and directors

- Market Street Wilmington, DE 19801 Philadelphia, PA 19103 CEO Commentary and Highlights Rodger Levenson, Chairman, CEO and President. Source: 8-K filed Oct 22, 2026, https://www.sec.gov/Archives/edgar/data/828944/000082894426000034/exhibit991earningsrelease0.htm
- Rodger Levenson, President & CEO. LinkedIn: https://linkedin.com/in/rodger-levenson-29348162. Source: Form 4 filed Jun 12, 2026, https://www.sec.gov/Archives/edgar/data/828944/000138090426000009/0001380904-26-000009-index.htm
- David Burg, Executive Vice President, CFO. LinkedIn: https://linkedin.com/in/david-burg-16188a106. Source: Form 4 filed Aug 18, 2026, https://www.sec.gov/Archives/edgar/data/828944/000203414426000006/0002034144-26-000006-index.htm
- Arthur J. Bacci, EVP, COO. LinkedIn: https://linkedin.com/in/arthur-bacci-1593501. Source: Form 4 filed Sep 15, 2026, https://www.sec.gov/Archives/edgar/data/828944/000107551126000009/0001075511-26-000009-index.htm
- Shari Kruzinski, EVP, Chief Consumer Bk Officer. LinkedIn: https://linkedin.com/in/shari-kruzinski-5a5ab330. Source: Form 4 filed Jul 30, 2026, https://www.sec.gov/Archives/edgar/data/828944/000192841326000014/0001928413-26-000014-index.htm
- Allan Michael Junior Matyger, EVP and CIO. Source: Form 4 filed Apr 17, 2026, https://www.sec.gov/Archives/edgar/data/828944/000206579726000004/0002065797-26-000004-index.htm
- Christine Elizabeth Davis, EVP, Chief Risk Officer. Source: Form 4 filed Apr 17, 2026, https://www.sec.gov/Archives/edgar/data/828944/000192875726000005/0001928757-26-000005-index.htm
- James J. Wechsler, EVP Chief Comm'l Banking Ofc. Source: Form 4 filed Apr 17, 2026, https://www.sec.gov/Archives/edgar/data/828944/000205155326000010/0002051553-26-000010-index.htm
- Jamie Patrick Hopkins, Executive Vice President. Source: Form 4 filed Apr 17, 2026, https://www.sec.gov/Archives/edgar/data/828944/000203391526000005/0002033915-26-000005-index.htm
- Lisa M. Brubaker, EVP, CHRO. LinkedIn: https://linkedin.com/in/lisa-brubaker-5351b411. Source: Form 4 filed Apr 17, 2026, https://www.sec.gov/Archives/edgar/data/828944/000173997426000007/0001739974-26-000007-index.htm
- Michael Thompson, SVP, Interim CAO. Source: Form 3 filed Oct 14, 2026, https://www.sec.gov/Archives/edgar/data/828944/000143474126000005/0001434741-26-000005-index.htm
- David G. Turner, Board member (per proxy). Source: DEF 14A filed Apr 2, 2026, https://www.sec.gov/Archives/edgar/data/828944/000082894426000009/wsfs-20260402.htm

## Recent 8-K events

- Oct 22, 2026: Item 2.02, Results of operations and financial condition (earnings release); Item 7.01, Regulation FD disclosure; Item 9.01, Financial statements and exhibits. Source: https://www.sec.gov/Archives/edgar/data/828944/000082894426000034/wsfs-20261022.htm
- Oct 6, 2026: Item 5.02, Departure or appointment of directors or officers; compensation; Item 7.01, Regulation FD disclosure; Item 9.01, Financial statements and exhibits. Source: https://www.sec.gov/Archives/edgar/data/828944/000082894426000031/wsfs-20261006.htm
- Jul 23, 2026: Item 2.02, Results of operations and financial condition (earnings release); Item 7.01, Regulation FD disclosure; Item 9.01, Financial statements and exhibits. Source: https://www.sec.gov/Archives/edgar/data/828944/000082894426000026/wsfs-20260723.htm
- Jun 11, 2026: Item 7.01, Regulation FD disclosure. Source: https://www.sec.gov/Archives/edgar/data/828944/000082894426000020/wsfs-20260605.htm
- May 19, 2026: Item 5.07, Submission of matters to a vote of security holders. Source: https://www.sec.gov/Archives/edgar/data/828944/000082894426000018/wsfs-20260514.htm
- Apr 23, 2026: Item 2.02, Results of operations and financial condition (earnings release); Item 7.01, Regulation FD disclosure; Item 9.01, Financial statements and exhibits. Source: https://www.sec.gov/Archives/edgar/data/828944/000082894426000013/wsfs-20260423.htm
- Mar 11, 2026: Item 8.01, Other events. Source: https://www.sec.gov/Archives/edgar/data/828944/000082894426000007/wsfs-20260311.htm
- Jan 26, 2026: Item 2.02, Results of operations and financial condition (earnings release); Item 7.01, Regulation FD disclosure; Item 9.01, Financial statements and exhibits. Source: https://www.sec.gov/Archives/edgar/data/828944/000082894426000003/wsfs-20260126.htm
- Dec 11, 2025: Item 8.01, Other events; Item 9.01, Financial statements and exhibits. Source: https://www.sec.gov/Archives/edgar/data/828944/000155278125000459/e25455_wsfs-8k.htm
- Dec 9, 2025: Item 8.01, Other events; Item 9.01, Financial statements and exhibits. Source: https://www.sec.gov/Archives/edgar/data/828944/000155278125000446/e25452_wsfs-8k.htm

## Insider trades (Form 4)

- Sep 10, 2026: Michael J. Donahue (Director) sold 3,247 shares, about $258,007. Source: https://www.sec.gov/Archives/edgar/data/828944/000120687826000005/0001206878-26-000005-index.htm
- Jul 28, 2026: Shari Kruzinski (EVP, Chief Consumer Bk Officer) sold 3,500 shares, about $286,090. Source: https://www.sec.gov/Archives/edgar/data/828944/000192841326000014/0001928413-26-000014-index.htm
- Jun 10, 2026: Rodger Levenson (President & CEO) sold 65,446 shares, about $4.9M. Source: https://www.sec.gov/Archives/edgar/data/828944/000138090426000009/0001380904-26-000009-index.htm
- Feb 9, 2026: Arthur J. Bacci (EVP, COO) sold 2,005 shares, about $141,373. Source: https://www.sec.gov/Archives/edgar/data/828944/000107551126000002/0001075511-26-000002-index.htm
- Feb 5, 2026: James J. Wechsler (EVP Chief Comm'l Banking Ofc) sold 450 shares, about $31,455. Source: https://www.sec.gov/Archives/edgar/data/828944/000205155326000005/0002051553-26-000005-index.htm
- Feb 5, 2026: Shari Kruzinski (EVP, Chief Consumer Bk Officer) sold 1,000 shares, about $70,100. Source: https://www.sec.gov/Archives/edgar/data/828944/000192841326000005/0001928413-26-000005-index.htm

## What management said

- "WSFS continued to perform well in the third quarter with a 25% year-over-year increase in core EPS (2) . Our results include an expanded net interest margin, solid loan growth, and continued strong momentum in our Wealth and Trust franchise, which generated year-over-year fee growth of 30%. Additionally, we continued to execute our capital return framework through dividends and share repurchases, repurchasing nearly six percent of outstanding shares (3) in the first three qua" Market Street Wilmington, DE 19801 Philadelphia, PA 19103 CEO Commentary and Highlights Rodger Levenson, Chairman, CEO and President (8-K filed Oct 22, 2026). Source: https://www.sec.gov/Archives/edgar/data/828944/000082894426000034/exhibit991earningsrelease0.htm

## Latest filings

- 8-K filed Oct 22, 2026: https://www.sec.gov/Archives/edgar/data/828944/000082894426000034/wsfs-20261022.htm
- 10-K filed Mar 2, 2026: https://www.sec.gov/Archives/edgar/data/828944/000082894426000006/wsfs-20251231.htm
- 10-Q filed Nov 3, 2026: https://www.sec.gov/Archives/edgar/data/828944/000082894426000038/wsfs-20260930.htm
- DEF 14A filed Apr 2, 2026: https://www.sec.gov/Archives/edgar/data/828944/000082894426000009/wsfs-20260402.htm

## About this data

SEC EDGAR filings, read by Steadybase. Every value links to the filing it came from.
Steadybase covers US-headquartered public companies that file with the SEC. API and MCP access: https://steadybase.io/docs/